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Client focus

In order to provide good service to clients, we need to know them. Specifically, we need to understand the business, know about the issues they have and the financial goals, and to grasp the schedule and the needs of the client and lead.

In order to grow as a good advisor, we need to develop a good system to keep track of the schedule and allocate more of our time in knowing and leading clients. This is part of our career path of development.

As we grow in number of staff, we need to delegate the number crunching part of our business to the new people and pay more attention to knowing and leading clients. We need to shift focus from the middle 40% of the engagement to the first and last 30%.

This is not easy. The transition will take time. But transforming the mindset and gradually focusing on knowing and leading will bring each of us bigger growth opportunities. It starts from mindset.

Iso
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上記広告は1ヶ月以上更新のないブログに表示されています。新しい記事を書くことで広告を消せます。